The prudent investor rule replaced the prudent person rule to accommodate modern portfolio theory and contemporary investment management practices. TAC offers its clients a comprehensive range of TOLI risk management consulting, policy evaluation, and portfolio administration services appropriate for today’s environment.

• For trustees, TAC can facilitate transition from outdated custodial care practices to contemporary trust management ‘best practices’.
• For professional advisors, TAC can assist the practice management integration of credible TOLI policy evaluation expertise and capabilities.
• For beneficiaries, TAC offers its Second Opinion Consulting Service to assure informed decisions are based on credible and appropriate analysis.